BC

Burney Company Portfolio holdings

AUM $3.14B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.07M
3
+$3.01M
4
TSN icon
Tyson Foods
TSN
+$2.93M
5
DLX icon
Deluxe
DLX
+$2.91M

Top Sells

1
+$1.85M
2
+$1.77M
3
+$1.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.53M
5
CSCO icon
Cisco
CSCO
+$1.23M

Sector Composition

1 Industrials 21.65%
2 Healthcare 14.42%
3 Technology 13.38%
4 Consumer Discretionary 11.98%
5 Financials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.8M 0.44%
59,993
+1,713
77
$4.68M 0.43%
58,711
-178
78
$4.64M 0.42%
264,229
-4,148
79
$4.55M 0.41%
190,628
+80,100
80
$4.48M 0.41%
116,287
+1,122
81
$4.48M 0.41%
61,757
+56,180
82
$4.45M 0.41%
68,571
+5,301
83
$4.43M 0.4%
95,176
+3,162
84
$4.37M 0.4%
54,553
+140
85
$4.31M 0.39%
63,372
+34
86
$4.3M 0.39%
92,226
+5,240
87
$4.28M 0.39%
164,670
+55,622
88
$4.1M 0.37%
51,502
-3,781
89
$4.08M 0.37%
160,086
-7,410
90
$4.04M 0.37%
95,974
-2,328
91
$3.96M 0.36%
24,276
-498
92
$3.92M 0.36%
52,279
+16,532
93
$3.91M 0.36%
51,580
-5,213
94
$3.77M 0.34%
306,054
+64,326
95
$3.73M 0.34%
34,693
+4,563
96
$3.72M 0.34%
114,608
-20,222
97
$3.69M 0.34%
236,867
+38,474
98
$3.64M 0.33%
45,139
-6,534
99
$3.58M 0.33%
64,375
-1,528
100
$3.56M 0.32%
68,232
+14,545
2 3
4
5 6